Current Market Value 317,033,695
Current Holdings 123
Most Recent File Date 2025-07-09
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sandbox Financial Partners, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-09 2025-06-30 13F-HR 123 317,034
2025-04-11 2025-03-31 13F-HR 109 283,227
2025-01-15 2024-12-31 13F-HR 107 299,873
2024-10-07 2024-09-30 13F-HR 108 282,588
2024-07-15 2024-06-30 13F-HR 97 260,911
2024-04-15 2024-03-31 13F-HR 97 238,084
2024-01-18 2023-12-31 13F-HR 88 213,102
2023-10-10 2023-09-30 13F-HR 85 189,160
2023-07-14 2023-06-30 13F-HR 95 191,530
2023-04-21 2023-03-31 13F-HR 91 165,690
2023-01-25 2022-12-31 13F-HR 89 144,521
2022-11-14 2022-09-30 13F-HR 84 136,693
2022-08-11 2022-06-30 13F-HR 87 140,315
2022-04-13 2022-03-31 13F-HR 95 174,944
2022-02-11 2021-12-31 13F-HR 107 159,339
2021-11-12 2021-09-30 13F-HR 97 140,217
2021-08-16 2021-06-30 13F-HR 99 134,265
2021-05-07 2021-03-31 13F-HR 85 122,649
2021-02-12 2020-12-31 13F-HR 69 109,489